Marcellus - Kings of Capital

EQUITY LARGE CAP

Owns a portfolio of high quality financial companies like banks, NBFCs, life insurers, general insurers, and asset managers.

+10.23%

3Y annualised returns

+11.20%

Benchmark returns (NIFTY 50 Total Return Index)

Launch date

28 Jul '20

Total AUM

₹202.66Cr

Min. investment

₹50,00,000

Benchmark

NIFTY 50 Total Return Index

Portfolio analysis

Equity / Debt / Cash split

Equity99.5%

Cash0.5%

Equity market cap split

Large Cap64.0%

Small Cap28.5%

Mid Cap7.0%

Min. investment & fees structure

Min. investment for 1st time

SEBI mandates a minimum investment for investing in PMS

₹50,00,000

Exit load

Fee charged on redemption before the completed holding period

0.00%

PMS management

TS
Tej Shah
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About

Prior to joining Marcellus, Tej worked at Mayfield, a Silicon Valley headquartered venture capital fund which manages $3Bn globally and $220Mn in India. Tej spent 2 years as a part of Mayfield India’s investment team covering multiple sectors and being at the centre of India’s evolving venture ecosystem. Prior to Mayfield, Tej was a part of the equity and capital markets team of Ambit Capital where he worked on executing IPOs, QIPs and buybacks.

Experience

Includes 2 years with a venture capital investment team and prior experience in equity capital markets.

Investment philosophy

Specializes in venture capital and equity capital markets with multi-sector coverage.

Previously worked at